Be in the know. 10 key reads for Wednesday…

  1. Founder of world’s largest hedge fund says ‘cash is trash’ as the Dow soars to records (Yahoo! Finance)
  2. EXCLUSIVE: Trump promises ‘very big’ middle-class tax cut, trade deals, and health care in second term (Fox Business)
  3. At Davos, Kudlow touts huge wage gains among blue-collar worker (Fox Business)
  4. Monopoly Power and the Malfunctioning American Economy (Institutional Investor)
  5. Trump expects EU trade deal before November election (Financial Times)
  6. Americans Don’t Want to Drive Electric Cars (24/7 Wall St.)
  7. Trump Says Dow Would Be 10,000 Points Higher Without Fed’s ‘Big Mistake’ (MarketWatch)
  8. Bets on BOE Rate Cut Fall Below 50% as Factory Optimism Jumps (Bloomberg)
  9. Nio’s stock has soared 60% during 9-day win streak through Tuesday (MarketWatch)
  10. GOLDMAN SACHS: Stocks that pay huge dividends are historically cheap. Here are the 12 poised to make the biggest payouts to investors through 2021. (Business Insider)

Be in the know. 10 key reads for Tuesday…

  1. The Most Popular Small Caps Underperformed Last Year. They’re Perking Up in 2020. (Barron’s)
  2. Small Dogs Offer Incredible Dividend Yields (Barron’s)
  3. Asked if he wants to get off the train in the bull run, Paul Jones said, “Not really. The train has got a long, long way to go if you think about it.” (CNBC)
  4. The Davos Plutocrats Warm Up to Trump (New York Times)
  5. Liberty Global Signals U.K. Expansion With New Broadband Unit (Bloomberg)
  6. U.S. tech stocks ‘most crowded’ trade for bullish investors: BofA survey (Reuters)
  7. This Shale Giant Is Ready For A Rebound (Yahoo! Finance)
  8. Trump touts ‘blue collar boom’ in speech to global elite (Fox Business)
  9. Trump Slams Impeachment “Hoax” & Climate Change “Prophets Of Doom” During Davos Address (ZeroHedge)
  10. Trump’s Former Economic Chief Gary Cohn Predicts No Recession (Bloomberg)

Be in the know. 6 key reads for Martin Luther King Day…

  1. ‘Took me right out of my seat’ — Warren Buffett was inspired by a Martin Luther King Jr. speech to push for civil rights (Business Insider)
  2. Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
  3. Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
  4. OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
  5. Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
  6. British Pound Shows Signs of Strength Before Brexit (Bloomberg)

Be in the know. 25 key reads for Sunday…

  1. How the SECURE Act Affects Investors (U.S. News and World Report)
  2. A Big Contrarian Investor Bought Up Boeing Stock (Barron’s)
  3. Federal Reserve’s embrace of higher inflation is ‘momentous’ for markets (Financial Times)
  4. The Real-Life Diet of NHL Player Brent Burns, Who Hunts and Farms His Own Food (GQ)
  5. Mark Wahlberg’s Secret to Becoming More Disciplined (Entrepreneur)
  6. ‘Blank-Check’ Companies Are Hot on Wall Street. Investors Can’t Ignore Them. (Barron’s)
  7. The Method Behind the Melt-up: Why the Dow Won’t Stop at 30,000 (Barron’s)
  8. The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years (Forbes)
  9. The Hidden Dangers of the Great Index Fund Takeover (Bloomberg)
  10. Bill Miller 4Q 2019 Market Letter (Miller Value)
  11. The Secretive Company That Might End Privacy as We Know It (New York Times)
  12. Hedge Fund and Insider Trading News: Stanley Druckenmiller, David Tepper, D.E. Shaw, Millennium Management, Aurora Cannabis Inc (ACB), Lennar Corporation (LEN), and More (Insider Monkey)
  13. Trump Fans or Not, Business Owners Are Wary of Warren and Sanders (New York Times)
  14. A theory on who’s doing all the buying that’s pushing stocks higher and higher (CNBC)
  15. ECRI Weekly Leading Index Update (Advisor Perspectives)
  16. Europe is rediscovering its penchant for statist intervention (The Economist)
  17. Dan Fink Designs the Ultimate Automobile-Friendly Man Cave (Architectural Digest)
  18. The World’s Most Beautiful Libraries: Wiblingen and Schussenried Abbeys (Daily Beast)
  19. The Quiet Billionaires Behind America’s Predator Drone That Killed Iran’s Soleimani (Forbes)
  20. China’s Birth Rate Falls to New Low, Threatening Economy (Wall Street Journal)
  21. Martha Stewart mocks Gwyneth Paltrow’s ‘vagina-scented’ candle: ‘I wouldn’t buy it’ (Fox Business)
  22. How To Create Havoc In The U.S. Options Market (Podcast) (Bloomberg)
  23. Connecticut’s Bold Population Goal (U.S. News & World Report)
  24. Kill Switch for CRISPR Could Make Gene Editing Safer (Scientific American)
  25. Inside Jared Kushner’s Unusual White House Role (Time)

Be in the know. 15 key reads for Saturday…

  1. Tepper, Druckenmiller Say They’re ‘Riding’ Market Rally (Bloomberg)
  2. OPEC secretary general says oil demand has ‘upside potential’ (CNBC)
  3. Tesla and 25 Other Stock Picks from Barron’s Roundtable Panelists (Barron’s)
  4. Here’s what Elon Musk said when Jack Dorsey asked him how to fix Twitter (CNN Business)
  5. Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday (CNBC)
  6. Ex-Millennium Trader Quadruples Hedge Fund Assets to $1 Billion (Bloomberg)
  7. Emerging Markets Could Be Poised to Outperform U.S. Stocks for a Very Long Time (Barron’s)
  8. Barron’s Beat the Stock Market Last Year. Here’s How We Did It. (Barron’s)
  9. These Leaders and CEOs Will Be in Davos Next Week. What They Say May Move Markets. (Barron’s)
  10. Pharma and Biotech Aren’t Worried About Democrats’ Attacks Against Drugmakers (Barron’s)
  11. Oil’s Minnows Need to Start Earning Their Keep (Bloomberg)
  12. Intel earnings: How Intel figures in data-center recovery is key (MarketWatch)
  13. Can HBO Maintain its Dominance in the Streaming Wars? (Vanity Fair)
  14. Bob Iger — CEO and Chairman of Disney (#406) (Tim Ferriss Show)
  15. Value Investing Isn’t Dead Yet, Research Associates Argues (Institutional Investor)

Be in the know. 5 key reads for Friday…

  1. Peak Permian Oil Output Is Closer Than You Think, Investor Says (Yahoo! Finance)
  2. Gap Stock Is Soaring After Company Scraps Old Navy Spinoff (Barron’s)
  3. TikTok Revenues Are Exploding (Barron’s)
  4. The U.S. Natural Gas Boom Is On Its Last Legs (Yahoo! Finance)
  5. Here Are the Emerging-Market Bonds to Watch If Oil Spikes Again (Barron’s)

Be in the know. 10 key reads for Thursday…

  1. China says trade deal good for all, media discourages ‘nitpicking’ (Reuters)
  2. “Are you tired of winning yet?” Stock Market (and Sentiment Results)… (ZeroHedge)
  3. U.S. Energy Industry Looks for Clarity in China Trade Deal (New York Times)
  4. Morgan Stanley Downgrades Tesla (TSLA) to Underweight, Raises PT (Street Insider)
  5. Why Raymond James Top MLPs to Buy Also May Be 2020 Best Income Ideas (24/7 Wall Street)
  6. Morgan Stanley 4Q earnings smash Wall Street estimates as revenue jumps across the board (Business Insider)
  7. Intuitive Surgical CEO Cracks The Da Vinci Code Of Success For You (Investor’s Business Daily)
  8. 2020 Could Be the Year for Small-Caps. Buy Only the Best. (Barron’s)
  9. Things May Be Looking Up for Hedge Funds (Institutional Investor)
  10. Nobody Makes Money Like Apollo’s Ruthless Founder Leon Black (Bloomberg)

Be in the know. 10 key reads for Wednesday…

  1. Bridgewater’s Greg Jensen sees gold rallying as central banks ease (Financial Times)
  2. Burger King offers Prince Harry a job (New York Post)
  3. US natgas production to slip for first time since 2016 (Financial Times)
  4. FOX Business EXCLUSIVE: Breakdown of China’s $200B buys from America under historic phase one trade deal (Fox Business)
  5. This Is What Sets Top-Performing Hedge Fund Managers Apart (Institutional Investor)
  6. It May Be Time to Shop for Shares of U.K. Property Firms (Barron’s)
  7. Sen. Rob Portman: Trump’s Trade Deal Forces China to Start Playing by the Rules (Barron’s)
  8. Are Amazon and FedEx Really Ready to Be Friends Again? (24/7 Wall Street)
  9. The Fed (Mostly) Didn’t Cause the Latest Stock Market Melt-Up (Wall Street Journal)
  10. Nio’s stock soars on heavy volume after report of funding secured (MarketWatch)

 

Be in the know. 12 key reads for Tuesday…

  1. Oil Companies Are Finally Pumping Out Cash. That’s Good News for Their Stocks. (Barron’s)
  2. Buy Occidental Petroleum Stock, Morgan Stanley Says. Its Dividend Is ‘Best-In-Class.’ (Barron’s)
  3. JPMorgan posts record profit in strong start to US earnings season (Financial Times)
  4. Citigroup earnings beat expectations on 49% fixed-income trading surge (CNBC)
  5. For Howard Marks, Investing Is Like a Game (Institutional Investor)
  6. Hedge fund puts $550m into technology stock option financing (Financial Times)
  7. EXCLUSIVE: JPMorgan CEO Jamie Dimon praises ‘phase one’ US-China trade deal (Fox Business)
  8. 2 GM engineers arrested after 100-mph Kentucky joyride in new Corvettes (USA Today)
  9. Big Commitments for China Energy/Ag Buys in Phase 1 Trade Deal (Reuters)
  10. Worry over ‘Japanification’ of the economy is overblown (Barron’s)
  11. Warren Buffett Should Buy FedEx. It’s Cheap and Elephant-Sized. (Barron’s)
  12. Xi Strikes Optimistic Tone After Riding Out Trade War With Trump (Bloomberg)

Be in the know. 12 key reads for Monday…

  1. Stocks Continue to Rise. How Much Is Due to the ‘January Effect?’ (Barron’s)
  2. Trump administration nears decision on LNG shipping by train (Financial Times)
  3. Goldman Sachs says Europe’s stocks have a huge ‘cushion’ not seen since the financial crisis (Business Insider)
  4. Commodities may not stay cheap forever (Financial Times)
  5. History will repeat itself when it comes to stocks in 2020, Goldman Sachs says (MarketWatch)
  6. Biotech Stocks Could Soar In 2020 On CRISPR Gene Editing And Precision Medicine (Investor’s Business Daily)
  7. Time to Buy Long-Dated TIPS, Says Bank of America (MarketWatch)
  8. Stock Picker Who Pummeled The Market By 76% Reveals His 2020 Bets (Investor’s Business Daily)
  9. China’s yuan rallies, yen slides ahead of U.S. trade deal (Street Insider)
  10. Photos of Yelp’s top 100 places to eat in 2020 (USA Today)
  11. U.S.-China phase one trade deal: 7 things you need to know (FoxBusiness)
  12. Barron’s Picks And Pans: Apple, Bank of America, Lockheed Martin And More (Yahoo! Finance)